Most people either stay stuck in their W-2 forever… or quit too early and struggle.

This week on The Legacy Podcast, Casey Gregersen breaks down the methodical strategy he used to go from working oil rigs in the Gulf of Mexico to building a real estate portfolio, vertically integrated companies, and financial freedom through real estate.

We cover: - Using your W-2 strategically instead of rushing to quit - Building relationships with local banks - Creative financing and seller finance - Casey's low-risk "Revive Method" for flipping houses - Multifamily value-add opportunities - How to scale without gambling everything

This episode is a practical blueprint for investors who want to build wealth, replace their income, and create freedom the smart way.

//CONNECT WITH CASEY Instagram: @caseygregersen Website: https://caseygregersen.com/

👍 And don't forget to subscribe so you never miss an episode of The Legacy Podcast! YouTube: https://www.youtube.com/ ⁨@legacypodofficial⁩ Spotify: https://open.spotify.com/show/0AJ6RPeN4m0mlWCROfpJxL Apple Podcasts: https://podcasts.apple.com/us/podcast/the-legacy-podcast-with-tim-bratz/id1587360954?ls=1

Hiring the right people can either slow your business down or completely change the trajectory of your growth. In this episode, I sat down with Nick Guerrero and Angelica Cemor, the founders of To Elevate, to break down how virtual assistants actually work, the biggest myths that hold business owners back, and how you can hire A+ talent for around $2K/month instead of overpaying for roles that don't drive revenue.

We talked about how to audit your time, what tasks you should be delegating immediately, how to properly train and manage remote talent, and the exact mistakes most entrepreneurs make when hiring a VA that cause it to fail.

//CONNECT WITH NICK & ANGIE Website: toelevate.com Phone: (434) 373-0970 Instagram: @toelevate.co YouTube: @toelevate

If you're trying to scale your business, free up your time, and focus on the highest dollar-producing activities, this is a conversation you need to hear. Learn more about how we're helping operators streamline their systems and increase NOI with Smart Management here: https://smartmanagement.com/

👍 And don't forget to subscribe so you never miss an episode of The Legacy Podcast! YouTube: https://www.youtube.com/ ⁨@legacypodofficial⁩ Spotify: https://open.spotify.com/show/0AJ6RPeN4m0mlWCROfpJxL Apple Podcasts: https://podcasts.apple.com/us/podcast/the-legacy-podcast-with-tim-bratz/id1587360954?ls=1

What if the "off-market only" mindset is actually costing you deals? I sat down with Ken Barton, CEO and founder of Offa, a platform connecting real estate investors with off-market deal flow, to talk about where the real opportunities are hiding, why on-market deals deserve a second look, and how AI is about to change the way investors source and underwrite properties.

What we cover: - Why most deals on LoopNet and the major aggregators "go there to die" - The motivated seller hiding in plain sight — on the MLS - How Offa is building the investor MLS, and what that means for buyers - AI agents that hunt deals for you across 20+ platforms - The lending lead model that's actually generating revenue for operators like you

//CONNECT WITH KEN Website: offa.com Text Ken directly: (407) 978-7364 Email: [email protected]

Found your next deal? Make sure you have the right software to manage it. Schedule a demo at smartmanagement.com

👍 And don't forget to subscribe so you never miss an episode of The Legacy Podcast! YouTube: https://www.youtube.com/ ⁨@legacypodofficial⁩ Spotify: https://open.spotify.com/show/0AJ6RPeN4m0mlWCROfpJxL Apple Podcasts: https://podcasts.apple.com/us/podcast/the-legacy-podcast-with-tim-bratz/id1587360954?ls=1

Is this the biggest opportunity in multifamily real estate in the last 15 years? In this episode of the Legacy Podcast, I sit down with Rod Khleif to break down the current market shift, why many investors are struggling, and why experienced operators are getting aggressive right now.

There's a lot of fear in the real estate market right now.

Interest rates are up. Deals are struggling. And many operators that bought in 2021–2023 are feeling serious pressure.

But markets like this create opportunity.

In this episode of the Legacy Podcast, I sit down with multifamily investor, mentor, and host of the Lifetime Cashflow Through Real Estate podcast, Rod Khleif. Rod has been through multiple real estate cycles, and we talk about why this moment could be one of the biggest opportunities in multifamily in the last 15 years.

If you're an investor trying to understand where the market is headed — or wondering whether now is the right time to buy — this conversation will give you perspective from someone who has navigated multiple cycles. The investors who win long term aren't the ones who chase hype. They're the ones who understand cycles and know when to act.

CONNECT WITH ROD Website: https://rodkhleif.com Podcast: Lifetime Cashflow Through Real Estate YouTube: ⁨@RodKhleif⁩ Instagram: @rod_khleif

👍 And don't forget to subscribe so you never miss an episode of The Legacy Podcast! YouTube: https://www.youtube.com/ ⁨@legacypodofficial⁩ Spotify: https://open.spotify.com/show/0AJ6RPeN4m0mlWCROfpJxL Apple Podcasts: https://podcasts.apple.com/us/podcast/the-legacy-podcast-with-tim-bratz/id1587360954?ls=1

Orthopedic surgeon turned real estate investor Tyson Cobb joins me on the Legacy Podcast to break down the framework behind his book Wealth by Design and the BONES Method, a step-by-step approach high-income professionals can use to build wealth through real estate and alternative investments.

Tyson built an incredibly successful career in orthopedic surgery but eventually realized that the traditional financial advice many professionals follow can lead to what he calls the "golden handcuffs"—high income, high taxes, and very little freedom.

In this episode, Tyson and I talk about the mindset shifts that helped him transition into real estate investing, how networking and masterminds accelerate growth, why taking action is one of the most important steps for building real wealth, and how serving others often leads to even bigger opportunities.

Tyson also shares his journey from working full-time as a surgeon to raising capital for real estate deals and building a scalable investment business. If you're a high-income professional, real estate investor, or entrepreneur looking for a framework to grow your wealth and create more freedom, this conversation will give you a lot to think about.

Learn more about Smart Management here: https://smartmanagement.com

//CONNECT WITH TYSON COBB Book: Wealth by Design https://www.amazon.com/Wealth-Design-High-Income-Professionals-Passive-ebook/dp/B0FXVP7WXQ Website: https://timberviewcapital.com Instagram: https://instagram.com/tyson.cobb.54 Mobile: 563-209-8488 Email: [email protected]

👍 And don't forget to subscribe so you never miss an episode of The Legacy Podcast! YouTube: https://www.youtube.com/ ⁨@legacypodofficial⁩ Spotify: https://open.spotify.com/show/0AJ6RPeN4m0mlWCROfpJxL Apple Podcasts: https://podcasts.apple.com/us/podcast/the-legacy-podcast-with-tim-bratz/id1587360954?ls=1

How do you close 70 real estate deals a year while living 3,000 miles away from your market? In this episode of the Legacy Podcast, I sit down with Brad Bone to break down remote operations, systemized deal flow, and how AI follow-up is increasing closings.

Most investors think deals "come when they come."

That's the wrong way to think about it.

In this episode, I'm sitting down with Brad Bone — a real estate investor doing 70+ transactions a year in Jacksonville, Florida… while living in California.

We break down:

• How he built systems to operate 3,000 miles away • Why tracking daily lead counts changed everything • The shift from "hoping deals close" to controlling revenue • How shortening your revenue cycle increases stability • The real difference between flipping and wholesaling • How AI follow-up is adding 2–3 extra deals per month

If you're serious about scaling — whether that's wholesaling, flipping, multifamily, or commercial — this episode is about becoming an operator instead of a deal chaser.

Control the controllables. Track the numbers. Shorten the cycle. Build systems that don't depend on you.

Brad Bone Website: https://riverxi.com

Email: [email protected]👉 Book a success call with my team here: https://legacywealthholdings.com/success-call/

👍 And don't forget to subscribe so you never miss an episode of The Legacy Podcast! YouTube: https://www.youtube.com/ ⁨@legacypodofficial⁩ Spotify: https://open.spotify.com/show/0AJ6RPeN4m0mlWCROfpJxL Apple Podcasts: https://podcasts.apple.com/us/podcast/the-legacy-podcast-with-tim-bratz/id1587360954?ls=1

Private notes, seller financing, and data intelligence are changing how smart investors get to deals before the competition. In this episode, I break down how to control real estate without owning it — and how to position yourself ahead of everyone else in today's market.

Most investors chase deals after they hit the MLS. By then, it's already competitive.

The real advantage comes from understanding how banks structure deals, how professional note buyers think, and how to use private mortgage notes and seller financing to control assets without taking on unnecessary risk.

In this conversation, we cover: - Why banks control real estate instead of owning it - The difference between investment-to-value and loan-to-value - How to structure private notes correctly - When seller financing makes sense - Why most investors look for the wrong signals - How behavioral data can help you get to opportunities before your competition

If you're serious about building long-term cash flow, creating smarter exits, and gaining an edge in today's market, this episode will expand your thinking.

//CONNECT WITH NICK Learn more about data intelligence and custom intent audiences at: https://dataaviator.com

👍 Don't forget to subscribe so you never miss an episode of The Legacy Podcast! YouTube: https://www.youtube.com/ ⁨@legacypodofficial⁩ Spotify: https://open.spotify.com/show/0AJ6RPeN4m0mlWCROfpJxL Apple Podcasts: https://podcasts.apple.com/us/podcast/the-legacy-podcast-with-tim-bratz/id1587360954?ls=1

Teenagers flipping houses? Bill Allen is teaching financial literacy and real estate investing to the next generation of entrepreneurs.

In this episode of the Legacy Podcast, I sit down with Bill Allen to talk about building a $4M real estate business, navigating a $1.5M payroll when revenue went to zero, redefining what "scale" really means, and why he's now focused on helping kids build wealth through real estate instead of just leaving them an inheritance.

We get into: - Scaling from 1 deal to 200+ deals per year - What COVID taught him about leadership and margins - Why "scale" can actually hurt your lifestyle - Teaching teenagers to flip houses - Legacy vs. leaving millions behind - The mindset that matters more than money

Bill is the founder of Seven Figure Flipping and the creator of Teenage Tycoon and the TV show Kids Who Flip. He's built businesses in real estate, education, and media — and now he's helping the next generation think differently about money.

If you're an entrepreneur, investor, or parent who wants to build real wealth and legacy, this one's for you.

👍 And don't forget to subscribe so you never miss an episode of The Legacy Podcast! YouTube: https://www.youtube.com/ ⁨@legacypodofficial⁩ Spotify: https://open.spotify.com/show/0AJ6RPeN4m0mlWCROfpJxL Apple Podcasts: https://podcasts.apple.com/us/podcast/the-legacy-podcast-with-tim-bratz/id1587360954?ls=1

00:00 From 1 Deal to 200+ Deals 07:50 When Revenue Went to Zero 15:40 Why Scale Can Hurt You 27:40 Legacy Over Millions 29:45 Teaching Teens to Flip Houses

This is the final episode in our 3-part deep dive on self-directed accounts, and this is where entrepreneurs can really move the needle.

I'm back with Amanda Holbrook from Specialized Trust Company to break down small business retirement plans like Solo 401(k)s, SEP IRAs, and SIMPLE IRAs—and how business owners use them to contribute significantly more each year while keeping control of how the money is invested.

We cover: - Which plan fits your business structure - How much you can actually put away - Roth vs pre-tax options (and why Roth matters long-term) - Leveraging retirement accounts without triggering UBIT - Borrowing from a Solo 401(k) for short-term liquidity - Asset protection, creditor protection, and beneficiary rules - How investors like Peter Thiel used retirement accounts to create massive tax-free outcomes

If you're an entrepreneur, investor, or business owner who's ever said "I don't really have a retirement plan," this episode will change how you think about that.

This episode is brought to you by Smart Management — our operating system for real estate operators who want better visibility, tighter controls, and stronger cash flow across their portfolio. 👉 Schedule a demo at SmartManagement.com

//CONNECT WITH AMANDA Amanda Holbrook Key Account Executive at Specialized Trust Company 📞 Phone: 505-514-0587 📧 Email: [email protected] 🌐 Website: https://www.specializedtrustcompany.com

👉 Book a success call with my team here: https://legacywealthholdings.com/success-call/

👍 And don't forget to subscribe so you never miss an episode of The Legacy Podcast! YouTube: https://www.youtube.com/ ⁨@legacypodofficial⁩ Spotify: https://open.spotify.com/show/0AJ6RPeN4m0mlWCROfpJxL Apple Podcasts: https://podcasts.apple.com/us/podcast/the-legacy-podcast-with-tim-bratz/id1587360954?ls=1

In episode 2 of this 3-part series, I'm back with Amanda Holbrook from Specialized Trust Company to break down two of the most overlooked tax-advantaged accounts out there: HSAs and Coverdell Education Savings Accounts.

Most people think HSAs are just a place to park money for medical bills. They're wrong. We talk about how HSAs can grow tax-free like a Roth, how investors self-direct them into real estate and other assets, and how they can cover expenses most insurance won't touch.

We also dive into Coverdell ESAs—how they work for K–12 and higher education, how family members can contribute, how they compare to 529 plans, and how they fit into a bigger legacy strategy for your kids.

This episode is all about using accounts you already need—for healthcare and education—in a smarter, tax-advantaged way.

Next week, we wrap the series with small business retirement plans (SEP IRAs and more), including how to put significantly more money away and protect it long-term.

//CONNECT WITH AMANDA

Amanda Holbrook Key Account Executive at Specialized Trust Company

📞 Phone: 505-514-0587 📧 Email: [email protected] 🌐 Website: https://www.specializedtrustcompany.com

👉 Book a success call with my team here: https://legacywealthholdings.com/success-call/

👉Schedule a Smart Management demo: https://smartmanagement.com

👍 And don't forget to subscribe so you never miss an episode of The Legacy Podcast! YouTube: https://www.youtube.com/ ⁨@legacypodofficial⁩ Spotify: https://open.spotify.com/show/0AJ6RPeN4m0mlWCROfpJxL Apple Podcasts: https://podcasts.apple.com/us/podcast/the-legacy-podcast-with-tim-bratz/id1587360954?ls=1

#LegacyPodcast #HSA #TaxFreeInvesting #WealthStrategy #SelfDirectedAccounts